VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,823,319 | -0.5% | 34,868 | +3.1% | 0.40% | +3.9% |
| Q2 2023 | $6,856,599 | +14.1% | 33,823 | +5.1% | 0.39% | +5.8% |
| Q1 2023 | $6,009,678 | +107215.7% | 32,170 | +0.1% | 0.36% | +2.2% |
| Q4 2022 | $5,600 | -97.8% | 32,149 | +1987.6% | 0.36% | +2000.0% |
| Q3 2022 | $252,000 | -4.9% | 1,540 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $265,000 | -25.1% | 1,540 | -9.4% | 0.02% | -10.5% |
| Q1 2022 | $354,000 | -5.9% | 1,700 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $376,000 | +9.9% | 1,700 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $342,000 | -2.0% | 1,700 | -2.3% | 0.02% | -5.3% |
| Q2 2021 | $349,000 | +22.5% | 1,740 | +13.0% | 0.02% | +11.8% |
| Q1 2021 | $285,000 | +5.2% | 1,540 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $271,000 | +12.4% | 1,540 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $241,000 | – | 1,540 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Financial Group, LLC | 1,185,880 | $247,244,000 | 41.45% |
| JFG Wealth Management, LLC | 454,793 | $94,820,000 | 28.48% |
| James Reed Financial Services, Inc. | 117,301 | $24,456,000 | 27.90% |
| McCarthy Grittinger Financial Group, LLC | 293,268 | $61,143,382 | 23.39% |
| Wealthquest Corp | 682,820 | $150,916,000 | 23.15% |
| Transamerica Financial Advisors, Inc. | 2,636 | $550,000 | 19.63% |
| Kistler-Tiffany Companies, LLC | 464,495 | $96,843,000 | 18.30% |
| National Mutual Insurance Federation of Agricultural Cooperatives | 9,747,317 | $2,032,218,000 | 18.02% |
| MY Wealth Management Inc. | 85,453 | $17,816,000 | 16.51% |
| FIDUCIENT ADVISORS LLC | 197,715 | $41,221,000 | 15.56% |